Also trades as: PWPPW (NASDAQ) · $vol 0M
PWP Smart Money
Perella Weinberg Partners
1W: +0.4%
1M: -12.8%
3M: -14.0%
YTD: -27.0%
1Y: -36.0%
3Y: +39.3%
5Y: +0.0%
$12.77
+0.23 (+1.83%)
Weekly Expected Move ±12.3%
$9
$11
$12
$14
$15
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026189
Institutions Holding
-2 vs prior
90.4%
Ownership
-5.55%
29
New
71
Increased
69
Reduced
23
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-16 | Weinberg Peter A | director | F-Tax Withholding | 536,225 | $13.23 | $7.1M | Filing |
| 2026-10-16 | Bednar Andrew | officer: chairman and ceo | F-Tax Withholding | 485,516 | $13.23 | $6.4M | Filing |
| 2026-10-16 | Becker Dietrich | officer: president | F-Tax Withholding | 455,414 | $13.23 | $6.0M | Filing |
| 2026-08-31 | Gottschalk Alexandra | officer: cfo and coo | F-Tax Withholding | 1,626 | $16.98 | $28K | Filing |
| 2026-08-31 | STEEL ROBERT K | director | F-Tax Withholding | 15,298 | $16.98 | $260K | Filing |
| 2026-08-07 | Bednar Andrew | officer: chairman and ceo | S-Sale | 77,753 | $17.41 | $1.4M | Filing |
| 2026-08-06 | Bednar Andrew | officer: chairman and ceo | S-Sale | 80,045 | $17.17 | $1.4M | Filing |
| 2026-08-05 | Bednar Andrew | officer: chairman and ceo | S-Sale | 77,899 | $17.36 | $1.4M | Filing |
| 2026-06-12 | STEEL ROBERT K | director | S-Sale | 100,000 | $15.76 | $1.6M | Filing |
| 2026-05-27 | FASCITELLI ELIZABETH C | director | A-Grant/Award | 5,429 | $— | $0 | Filing |
| 2026-05-27 | Dabboussi Houda | director | A-Grant/Award | 5,429 | $— | $0 | Filing |
| 2026-05-27 | MUGFORD KRISTIN W | director | A-Grant/Award | 5,429 | $— | $0 | Filing |
| 2026-05-27 | Bennett Roy Edwin | director | A-Grant/Award | 5,429 | $— | $0 | Filing |
| 2026-05-27 | OLLILA JORMA J | director | F-Tax Withholding | 1,696 | $18.97 | $32K | Filing |
| 2026-05-20 | Gottschalk Alexandra | officer: chief financial officer | S-Sale | 14,018 | $17.46 | $245K | Filing |
| 2026-05-19 | Gottschalk Alexandra | officer: chief financial officer | S-Sale | 43,788 | $17.58 | $770K | Filing |
| 2026-05-18 | STEEL ROBERT K | director | D-Sale to Issuer | 2 | $18.37 | $38 | Filing |
| 2026-05-18 | STEEL ROBERT K | director | M-Option Exercise | 198 | $— | $0 | Filing |
| 2026-05-18 | Gottschalk Alexandra | officer: chief financial officer | D-Sale to Issuer | 1 | $18.37 | $16 | Filing |
| 2026-05-18 | Gottschalk Alexandra | officer: chief financial officer | M-Option Exercise | 58 | $— | $0 | Filing |
| 2026-05-05 | Gottschalk Alexandra | officer: chief financial officer | S-Sale | 51,671 | $19.74 | $1.0M | Filing |
| 2026-02-24 | STEEL ROBERT K | director | F-Tax Withholding | 3,093 | $19.35 | $60K | Filing |
| 2026-02-24 | Weinberg Peter A | officer: chairman | F-Tax Withholding | 11,844 | $19.35 | $229K | Filing |
| 2026-02-24 | Gottschalk Alexandra | officer: chief financial officer | F-Tax Withholding | 1,633 | $19.35 | $32K | Filing |
| 2026-02-24 | Becker Dietrich | officer: president | F-Tax Withholding | 16,052 | $19.35 | $311K | Filing |
🏛️ Congressional Trades
4 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-05-29 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-05-28 | Gilbert Ray Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-15 | Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Filing |
| 2024-03-07 | Josh Gottheimer | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| FMR LLC | 9,897,191 | $158M | -146,891 | 2026-06-30 | Filing |
| BlackRock, Inc. | 5,465,698 | $87M | +689,922 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 5,189,199 | $83M | +1,263,345 | 2026-06-30 | Filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4,390,541 | $70M | +314,228 | 2026-06-30 | Filing |
| Nuveen, LLC | 3,601,078 | $57M | +625,621 | 2026-06-30 | Filing |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 3,311,618 | $53M | +699,760 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 3,032,455 | $48M | +270,937 | 2026-06-30 | Filing |
| Capital World Investors | 2,675,588 | $43M | +72,993 | 2026-06-30 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 2,549,221 | $41M | +1,300,085 | 2026-06-30 | Filing |
| Boston Partners | 2,543,113 | $41M | +559,269 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 2,268,931 | $36M | +301,761 | 2026-06-30 | Filing |
| STATE STREET CORP | 2,038,898 | $33M | +264,330 | 2026-06-30 | Filing |
| WESTWOOD HOLDINGS GROUP INC | 1,860,521 | $30M | -97,731 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,825,865 | $29M | +212,192 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 1,765,887 | $28M | -75,393 | 2026-06-30 | Filing |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,624,195 | $26M | -243,400 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 1,515,078 | $24M | +198,596 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 1,393,188 | $22M | +421,197 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 1,302,843 | $21M | -7,320 | 2026-06-30 | Filing |
| GW&K Investment Management, LLC | 1,291,081 | $21M | +237,076 | 2026-06-30 | Filing |